New Budget & Forecasting View Configurations

Configuring Your Budget and Forecasting Views provides a streamlined experience for managing financial data. In this new experience, budget and forecasting views are decoupled from columns, allowing users to create columns independently and assign them to specific views. This update improves visibility by clearly distinguishing between Procore standard-defined columns and custom columns, while reducing the effort required to duplicate data.

This release is a required step for organizations intending to use upcoming Forecasting features in 2026, such as direct entry and manual overrides.

The migration primarily consolidates data to ensure compatibility with future 2.0 features.

• Understanding the Migration

  When you initiate the migration, the system follows these rules:

  • Column Consolidation: Existing columns with identical definitions, names, and settings are consolidated into a single column. Any variations (e.g., different subtotal settings or formula differences) are treated as unique. However if you have multiple columns of the same name and definition and they all are visible on the same view, we do not consolidate and keep these separated.

  • Ignored Columns: Any custom column that is currently not in-use (not visible or used by a visible calculated column) is ignored and not migrated.

  • Snapshots: Existing budget and forecast snapshots remain fully accessible in the new experience.

  • Migration Timing: Depending on the number of views, the process can take between 1 and 10 minutes.

• Reporting & Workflow Mapping

  • Your legacy reporting settings transition into the new "Reportable" column status as follows:

    Legacy Setting/Action	New Experience Status
    Procore Reporting View Columns	Automatically designated as Reportable in the new builder.
    Adding a Column to Single Tool Reports	Users must select the column in the builder and toggle the Reportable setting.
    Limit for Reportable Columns	Remains at a maximum of 60 columns per company.
    Workflow Column Assignment	Managed via the Workflows navigation tab rather than within a specific view.

If you exit the program via Procore Explore, the reversion is immediate. However, consider the following impacts on your data:

Procore’s budget views allow teams to customize how they display and report on project financial data. The modernized experience introduces a more efficient, decoupled experience by separating column management from individual views.

With this new update, columns are managed independently rather than being built inside a specific view. This allows users to create a column once and enable it across multiple views, significantly reducing the effort required to manage and duplicate data layouts.

Budget columns allow you to customize how financial data is displayed and calculated. You can create custom columns, utilize Procore standard columns, or modify existing configurations.

Understanding Locked (Standard) Columns

Locked columns are Procore Standard Columns. These are pre-configured, "out-of-the-box" columns that form the foundation of Procore Standard Views. Here are a few things to consider when working with these columns:

• You cannot delete standard columns or change their default names.

• You can provide a Display Name alias when assigning these columns to a specific Budget View.

• Most standard columns can be duplicated for custom use, except for:

  • Original Budget Amount

  • Budget UOM / Unit Cost / Unit Qty

  • Notes

  • Budget Modifications

• Standard columns can be assigned or unassigned to Single Tool Reports as needed.

View or Duplicate a Standard Column

Select a column from the Columns list to open the detail panel. Click Duplicate to re-create it as a custom column.

Edit or Delete Custom Columns

Only custom columns can be edited or permanently deleted.

• To Edit.

  • Click on the specific custom column from the list to open the detail panel and make changes. Changes can be saved in the existing column or as a new column.

• To Delete.

  • Click the Trash icon in the top right corner of the detail panel.

Note: If a column is currently assigned to a Budget View or is being used as a component in a Calculated Column, the system will provide a warning notification before allowing you to proceed with deletion.

Searching and Filtering Columns

To quickly locate a specific column:

• Search.

  • Use the search field to find columns by name.

• Column Type.

  • Use the dropdown to filter by the following column types:

    • Calculated Column

    • Source Column

    • Standard Column

• Reportable Column.

  • Use the dropdown to filter by reportable status:

    • Yes, reportable

    • No, not reportable

As part of the enhanced experience, the new View Builder empowers Company Administrators to design highly tailored financial views. This improvement provides granular control over data transparency, allowing you to selectively show or hide columns to align precisely with your specific reporting goals, project milestones, or stakeholder requirements.

This update also provides clearer visibility into Procore standard versus custom columns and introduces the ability to create aliases (nicknames) for column titles, ensuring project teams see the most relevant labels for their specific workflows.